Whitestone REIT
WSRDelisted Jul 14, 2026- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001175535
Whitestone REIT was delisted on Jul 14, 2026; its insiders filed their last Form 4 on Jul 15, 2026; 217 institutions reported holding it in 13F filings for Q2 2026, worth $783.5M in total; no superinvestor held it.
13F holders, Q2 2023
Institutional positions in Whitestone REIT as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 155
- −9 vs. Q1 2023
- Shares held
- 29.0M
- +109.9K (+0.4%) vs. Q1 2023
- Total value
- $281.3M
- +$15.6M (+5.9%) vs. Q1 2023
- New holders
- 13
- 55 more added
- Sold out
- 22
- 56 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 217 | $783.5M |
| Q1 2026 | 221 | $546.8M |
| Q4 2025 | 211 | $466.0M |
| Q3 2025 | 207 | $402.0M |
| Q2 2025 | 200 | $406.3M |
| Q1 2025 | 202 | $473.4M |
| Q4 2024 | 195 | $460.0M |
| Q3 2024 | 182 | $416.5M |
| Q2 2024 | 165 | $411.6M |
| Q1 2024 | 161 | $385.7M |
| Q4 2023 | 164 | $396.0M |
| Q3 2023 | 160 | $288.5M |
| Q2 2023 | 155 | $281.3M |
| Q1 2023 | 164 | $265.7M |
| Q4 2022 | 159 | $290.0M |
| Q3 2022 | 161 | $258.4M |
| Q2 2022 | 177 | $339.8M |
| Q1 2022 | 164 | $417.6M |
| Q4 2021 | 154 | $288.7M |
| Q3 2021 | 150 | $266.6M |
| Q2 2021 | 151 | $203.6M |
| Q1 2021 | 127 | $220.6M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 53,341 | $516.0K | 0.01% | −2,667−4.8% | Reduced |
| Great West Life Assurance Co | 56,259 | $546.0K | 0.00% | −987−1.7% | Reduced |
| California State Teachers Retirement System | 57,491 | $557.7K | 0.00% | −1,115−1.9% | Reduced |
| Advisory Research Inc | 58,980 | $572.1K | 0.07% | +2,308+4.1% | Added |
| Virginia Retirement Systems Et Al | 60,800 | $589.8K | 0.01% | +34,200+128.6% | Added |
| New York State Common Retirement Fund | 62,792 | $609.1K | 0.00% | +39,177+165.9% | Added |
| Royal Bank of Canada | 67,484 | $654.0K | 0.00% | +5,980+9.7% | Added |
| Teacher Retirement System of Texas | 67,538 | $655.0K | 0.00% | −999−1.5% | Reduced |
| Dakota Wealth Management | 68,239 | $661.9K | 0.03% | −1,450−2.1% | Reduced |
| Asset Management One Co.,Ltd. | 73,671 | $714.6K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 73,799 | $716.0K | 0.42% | −19,390−20.8% | Reduced |
| Voya Investment Management LLC | 79,405 | $770.2K | 0.00% | +2,200+2.8% | Added |
| Third Avenue Management LLC | 80,000 | $776.0K | 0.13% | +80,000 | New |
| Public Sector Pension Investment Board | 82,466 | $799.9K | 0.01% | +819+1.0% | Added |
| State Board of Administration of Florida Retirement System | 85,235 | $826.8K | 0.00% | −100.0% | Reduced |
| Two Sigma Investments, LP | 89,460 | $867.8K | 0.00% | −15,740−15.0% | Reduced |
| Globeflex Capital L P | 96,225 | $933.4K | 0.10% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 100,172 | $971.7K | 0.17% | −498−0.5% | Reduced |
| New York State Teachers Retirement System | 100,287 | $973.0K | 0.00% | +2,430+2.5% | Added |
| Swiss National Bank | 101,300 | $982.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 102,509 | $994.3K | 0.00% | +3,385+3.4% | Added |
| Bank of America Corp | 110,489 | $1.07M | 0.00% | −8,895−7.5% | Reduced |
| Prudential Financial Inc | 115,406 | $1.12M | 0.00% | −29,163−20.2% | Reduced |
| Legal & General Group Plc | 124,802 | $1.21M | 0.00% | +14,797+13.5% | Added |
| Larson Financial Group LLC | 133,064 | $1.29M | 0.13% | +12,719+10.6% | Added |
| Charles Schwab Investment Management Inc | 147,216 | $1.43M | 0.00% | +11,281+8.3% | Added |
| Foster & Motley Inc | 159,729 | $1.55M | 0.12% | −16,845−9.5% | Reduced |
| Gsa Capital Partners LLP | 178,201 | $1.73M | 0.17% | +34,055+23.6% | Added |
| Wells Fargo & Company | 181,181 | $1.76M | 0.00% | +1,239+0.7% | Added |
| Rhumbline Advisers | 192,152 | $1.86M | 0.00% | −4,299−2.2% | Reduced |
| Two Sigma Advisers, LP | 203,000 | $1.97M | 0.01% | −28,800−12.4% | Reduced |
| Nordea Investment Management AB | 218,777 | $2.14M | 0.00% | −85,683−28.1% | Reduced |
| Millennium Management LLC | 227,642 | $2.21M | 0.00% | +112,704+98.1% | Added |
| JPMorgan Chase & Co | 256,554 | $2.49M | 0.00% | +100,153+64.0% | Added |
| Principal Financial Group Inc | 264,616 | $2.57M | 0.00% | −28,953−9.9% | Reduced |
| Goldman Sachs Group Inc | 306,590 | $2.97M | 0.00% | +29,034+10.5% | Added |
| Ameriprise Financial Inc | 364,535 | $3.54M | 0.00% | −6,441−1.7% | Reduced |
| Renaissance Technologies LLC | 368,584 | $3.58M | 0.01% | −176,600−32.4% | Reduced |
| Hillsdale Investment Management Inc. | 416,400 | $4.04M | 0.37% | +700+0.2% | Added |
| Boothbay Fund Management, LLC | 433,039 | $4.20M | 0.14% | +61,956+16.7% | Added |
| AQR Capital Management LLC | 435,239 | $4.22M | 0.01% | −78,652−15.3% | Reduced |
| Northern Trust Corp | 534,452 | $5.18M | 0.00% | +19,819+3.9% | Added |
| Invesco Ltd. | 544,734 | $5.28M | 0.00% | +366,432+205.5% | Added |
| Nuveen Asset Management, LLC | 568,931 | $5.52M | 0.00% | −322,304−36.2% | Reduced |
| Kennedy Capital Management, Inc. | 605,775 | $5.88M | 0.14% | +11,783+2.0% | Added |
| Bank of New York Mellon Corp | 609,085 | $5.91M | 0.00% | +32,448+5.6% | Added |
| Dimensional Fund Advisors LP | 650,782 | $6.31M | 0.00% | +15,145+2.4% | Added |
| First Eagle Investment Management, LLC | 663,006 | $6.43M | 0.02% | +124,550+23.1% | Added |
| Fortress Investment Group LLC | 681,032 | $6.61M | 1.12% | +681,032 | New |
| Morgan Stanley | 709,892 | $6.89M | 0.00% | −50,509−6.6% | Reduced |
| Geode Capital Management, LLC | 956,933 | $9.28M | 0.00% | +23,694+2.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,067,755 | $10.4M | 1.56% | −111,763−9.5% | Reduced |
| State Street Corp | 1,896,604 | $18.4M | 0.00% | −4,817−0.3% | Reduced |
| Vanguard Group Inc | 3,242,279 | $31.5M | 0.00% | +28,482+0.9% | Added |
| BlackRock Inc. | 8,034,177 | $77.9M | 0.00% | +209,106+2.7% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −144,131−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −101,232−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −87,309−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −66,931−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −59,629−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −54,844−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −46,825−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,391−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −27,504−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −23,609−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,239−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −21,689−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,873−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,783−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,503−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,541−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −587−100.0% | Sold out |